Tax Considerations

History demonstrates that the threshold for estate tax is political, changing over time with legislation.  Knowing this, HVP advises proactively.   Some estates benefit from special tax minimization strategies that we draw upon at the need of the clients such as  generation skipping tax, disclaimer trusts, charitable planning, business succession.  Or teams utilize a comprehensive approach ensuring the client is advised, working with the appropriate beneficiaries and agents, including family offices and/or providing such services.